Related product Collections Management

Open Access Materials Pilot Project

As part of its FY18 annual project, the CARLI Collection Management Committee (CMC) developed guidelines for an Open Access eBook Collection Pilot Project in FY2019. The goal of this pilot project is to test procedures for adding records for scholarly and stable open access eBooks to the I-Share catalog. The pilot will also identify collections that non-I-Share libraries may wish to add to their local catalog. The steps laid out in these guidelines will enable CARLI to create a central repository of open access eBook records meeting the needs of the majority of members. The collection will be managed and maintained by CARLI staff and committees.

This pilot phase focuses on open access eBooks that have records available in OCLC WorldShare Collection Manager Knowledge Base. Following a pilot phase, this policy may be updated to include a broader range of open access materials. In future years the CMC should look for ways to encourage member libraries to suggest materials to be added to OA collection, including materials that require original cataloging.

The Committee will review OA collections in OCLC WorldShare Collection Manager Knowledge Base  to identify potential collections.

Guidelines Updated March 2021

The Committee, CARLI Staff, and other volunteers will select materials based on the following criteria:

  • The collection/provider is listed in a recognized directory of Open Access content, such as the Directory of Open Access Books.
  • Materials are peer-reviewed or appropriately scholarly.
  • Materials are released under an Open Access License.
  • Materials have a stable URL.
  • Materials are archived in a secure digital repository.
  • There are no significant limitations to the readability or navigability of materials.

Desirable Characteristics of Materials:

  • English language (and possibly Spanish language material)
  • Academic or university publishers
  • Content appropriate for a broad academic audience
  • Content that will not become dated
  • Current collections (as opposed to digitized historical collections)
  • Supports article - or chapter - level linking, if applicable

Undesirable Materials:

  • Non-English language material
  • Self-published materials
  • Highly specialized materials
  • Material available in another collection that is widely available to CARLI members
  • Digitized historical collections

CARLI Staff will be responsible for adding and updating records in the Alma Network Zone for I-Share libraries. The collection will be updated regularly based on institution and committee recommendations communicated to CARLI.